Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
19,113
+1,960
+11% +$146K 0.02% 460
2025
Q1
$1.16M Buy
17,153
+536
+3% +$36.3K 0.02% 503
2024
Q4
$1.03M Sell
16,617
-754
-4% -$46.8K 0.01% 567
2024
Q3
$1.14M Buy
17,371
+951
+6% +$62.6K 0.02% 524
2024
Q2
$868K Buy
+16,420
New +$868K 0.01% 570
2017
Q2
Sell
-33,642
Closed -$141K 264
2017
Q1
$141K Sell
33,642
-2,873
-8% -$12K 0.02% 262
2016
Q4
$128K Buy
+36,515
New +$128K 0.02% 246